Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-12
TX RA APPROVED 2025-04-17
  • FL RA
    APPROVED
    Since 2025-05-12
  • TX RA
    APPROVED
    Since 2025-04-17

Branch Locations

800 N Magnolia Ave Ste 1401, Orlando, FL 32803 • United States

1 Independent Dr 20Th Fl [Support Center], Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Census Bureau Chino Hills CA 08/2020 10/2020
Unemployed Chino Hills CA 10/2020 03/2021
The Advisory Group Chino Hills CA 03/2021 04/2025
Unemployed Chino Hills CA 12/2017 08/2020
Full-Time Student Chino Hills CA 01/2013 12/2017
Wells Fargo Clearing Services, Llc Jacksonville FL 04/2025 Present
  • 08/2020 → 10/2020
    U.S. Census Bureau
    Chino Hills, CA
  • 10/2020 → 03/2021
    Unemployed
    Chino Hills, CA
  • 03/2021 → 04/2025
    The Advisory Group
    Chino Hills, CA
  • 12/2017 → 08/2020
    Unemployed
    Chino Hills, CA
  • 01/2013 → 12/2017
    Full-Time Student
    Chino Hills, CA
  • 04/2025 → Present
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-28
  • S66 Uniform Combined State Law Examination
    2023-10-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor